Hi @Stephanie_Price I think this is what you're looking for:

CASE 
    WHEN 
        MONTH(CURRENT_DATE()) = 1 AND YEAR(`Date`) = YEAR(CURRENT_DATE()) - 1 
        THEN 'Include'
 
    WHEN 
        MONTH(CURRENT_DATE()) > 1 AND `Date` >= DATE_FORMAT(CURRENT_DATE() ,'%Y-01-01')
        THEN 'Include'
 
    ELSE 'Exclude' 
END

• First WHEN Clause (For January):
  • Checks if the current month is January (MONTH(CURRENT_DATE()) = 1).
  • Includes dates from the previous year (YEAR(Date) = YEAR(CURRENT_DATE()) - 1).
• Second WHEN Clause (For February and onwards):
  • Checks if the current month is after January (MONTH(CURRENT_DATE()) > 1).
  • Includes dates from the start of the current year up to the current date (Date >= DATE_FORMAT(CURRENT_DATE() ,'%Y-01-01')).
• ELSE Clause:
  • Excludes all other dates.

This logic will show data from the previous year in January and YTD data from the current year starting in February.